Modernist Financial is building a world where progressive people feel permission to enjoy today while providing a stable financial base for the future. They strive to help clients use their money to build the life they want by engaging in Planning-Driven Wealth Management.

They practice Financial Life Planning, which is a more robust approach to traditional financial planning, aligning their advice with client goals and values. Their onboarding process is quite extensive and can take 1-3 years to complete; it is comprised of multiple Discovery meetings as well as collaboration with trusted allies to address all aspects of your financial life. This encompasses everything from monthly cash flow management to estate planning, proactive tax planning and more. They believe in evidence-based investing, using only low-cost, tax-efficient funds, and give clients the option to build sustainability-conscious portfolios.

For high growth, progressive entrepreneur clients, Modernist offers Business Financial Planning.

They are a fee-only, fiduciary Registered Investment Advisor – this means they are only compensated by their clients and are legally required to put your interests first.

Keywords: fiduciary, fee only, financial advisor, financial life planning, financial planning, RIA, wealth management, investment management, registered investment advisor, investment

Sector: Service with Minor Environmental Footprint
Size: 1-9 employees

B Corp Certified – Impact Score: 131.1